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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $608,028 | $160,028+279.9% | $147,080+313.4% | $145,884+316.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.32% | 98.60%-90.3pp | 420.17%-411.9pp | 551.85%-543.5pp |
| Employer contribution / active EE | $4,282 | $5,286-19.0% | $4,933-13.2% | $4,662-8.2% |
| Participant deferral / active EE | $1,105 | $8,422-86.9% | $8,066-86.3% | $6,690-83.5% |
| Admin fee / account holder | $21,646 | $15,030+44.0% | $12,989+66.6% | $13,392+61.6% |